Rightsizing for Retirement

Ready for Retirement?

ABOUT BAYSTATE FINANCIAL

Founded in 1901 Baystate is one of New England’s oldest and largest financial services firms offering comprehensive, individualized financial strategies for clients.

Baystate’s broad range of services includes financial planning, business and estate planning, and retirement and special needs planning. Baystate Financial also offers a variety of protection and investment products, including life, health and disability insurance and long term care, mutual funds, annuities and IRAs.

JAMES G. TARANI, LUTCF

My mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.

My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.

I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular product or service.

BUSINESS PLANNING

OUR GOALS

I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

To learn more about my unique & interactive approach to financial planning, please click on the video link below.

Quick Links

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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
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Copyright 2019 FMG Suite.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.